Top financial advisors in Sault Ste. Marie, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have pension benefits from the auto industry or similar, you need an advisor who understands how these pensions fit into your overall retirement plan. A common mistake is treating pensions like regular savings, which can lead to missed income opportunities or tax inefficiencies.
- Pension integration expertise. Confirm how they incorporate your pension into your broader retirement income strategy.
- Tax impact awareness. Ask how they manage pension income alongside Social Security and other sources to minimize taxes.
- Retirement timing guidance. See if they help decide the best age to start pension benefits for your situation.
- Legacy planning. Check how they address pension benefits in your estate or beneficiary plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda W
Series 66
Sault Sainte Marie, MI
Ameriprise
Amanda Wright specializes in retirement income strategy and Social Security optimization, making her well-suited to integrate pension benefits into a comprehensive retirement plan. With 10 years of experience at a large firm employing a model-driven ETF approach and a competitive 0.15% AUM fee, she serves diverse clients including approaching retirees, offering tailored income planning and withdrawal strategies in Sault Ste. Marie, MI.
Experience: 11 years
Avg account: $471,167
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Samantha W
Series 66
Sault Ste Marie, MI
Edward Jones
Samantha Marzean specializes in retirement income strategy and general estate planning guidance, making her well-suited to integrate pension benefits into your retirement plan in Sault Ste. Marie, MI. Working with Edward Jones, a large firm managing over $1 trillion in assets, she offers a program fee up to 1.35% annually and brings 12 years of industry experience, including expertise in business ownership considerations.
Experience: 4 years
Avg account: $246,728
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Nicholas K
Series 66
Sault Ste. Marie, MI
LPL Financial
Nicholas Kibble in Sault Ste. Marie, MI, offers expertise in wealth management and retirement plans for business owners, which can help integrate pension benefits into a broader retirement strategy. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, supported by in-house research, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 4 years
Avg account: $399,489
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Jakob H
Series 66
Sault Ste. Marie, MI
Hantz financial Services, Inc.
Jakob Hopkins in Sault Ste. Marie, MI, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help integrate pension benefits into a broader retirement strategy. Working with Hantz Financial Services, a large firm managing $10 billion in assets, he provides flat-fee and asset-based pricing, focusing on diversified ETF portfolios and serving both individual and corporate clients.
Experience: 0 years
Avg account: $420,083
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Amanda N
Series 65, Series 63
Sault Ste. Marie, MI
Planmember Securities Corporation
Amanda Nolan offers retirement income strategy expertise in Sault Ste. Marie, MI, with a focus on retirement plans for business owners and general retirement planning. Affiliated with PlanMember Securities Corporation, a large firm providing ERISA fiduciary services and strategic asset allocation, she combines her financial and educational background with a fee structure up to 0.50% annually, distinguishing her from advisors with different firm sizes or specialties.
Experience: 2 years
Avg account: $132,363
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